Latest Institutional Transactions on Shp ETF Tr Neos S&P 500 High I (SPYI)
This table provides information on the latest institutional transactions involving Shp ETF Tr Neos S&P 500 High I (SPYI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-506- 97.68% |
N/A
|
12
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.93K- 68.87% |
N/A
|
870
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
75New |
N/A
|
75
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.77KNew |
N/A
|
7.77K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.79KNew |
N/A
|
4.79K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.59K- 42.63% |
N/A
|
8.87K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875New |
N/A
|
875
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
642KNew |
N/A
|
642K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.01KNew |
N/A
|
4.01K
$0
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.22K+ 76.53% |
N/A
|
12.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.09KNew |
N/A
|
5.09K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04K+ 324.06% |
N/A
|
1.36K
$0
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 8.67% |
N/A
|
188
$0
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.95K+ 58.92% |
N/A
|
7.95K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
11.9K+ 80.32% |
N/A
|
26.8K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.37K+ 10.75% |
N/A
|
24.4K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.23K- 13.84% |
N/A
|
26.3K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.29K+ 42.39% |
N/A
|
17.8K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
N/A
|
46
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.2K+ 93.03% |
N/A
|
37.7K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
25.2KNew |
N/A
|
25.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
325New |
N/A
|
325
$0
|
|